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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,835 | $190,862-83.3% | $159,991-80.1% | $134,509-76.3% |
| Participation rate | 45.5% | 82.0%-36.5pp | 78.0%-32.5pp | 81.2%-35.8pp |
| Annual return | 19.62% | 552.59%-533.0pp | 408.82%-389.2pp | 418.13%-398.5pp |
| Employer contribution / active EE | $1,599 | $4,995-68.0% | $4,225-62.2% | $4,741-66.3% |
| Participant deferral / active EE | $4,183 | $6,924-39.6% | $6,183-32.3% | $6,400-34.6% |
| Admin fee / account holder | $1,953 | $10,495-81.4% | $8,715-77.6% | $11,427-82.9% |